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Grand Haven, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Spring Lake | MI | 08/2012 | 09/2022 |
| Women's Wealth Boutique | Spring Lake | MI | 09/2022 | 09/2024 |
| Bayou Financial Planning, Llc | Spring Lake | MI | 09/2024 | Present |
1. 07/16/2012 - Bayou Rentals, LLC - Not Investment Related - Spring Lake, MI - Real Estate Rental - Time Spent 5% - Vacation rental. 2. 1/2024 - Bayou Insurance & Annuities LLC in Spring Lake, Michigan. The firm provides independent sales of insurance (life, disability, and long-term care) that her position at Women's WealthBoutique ("WWB") does not permit her to do. This business takes approximately 5-10 hours/week during business/trading hours 3. 5/12/2021 - Sunkissed and Blessed, LLC - Not Investment Related - Home Based - Other-Business Owner - Owner/Member - Started 04/03/2018 - 2 Hours Per Month/0Hours During Securities Trading - Created the LLC to provide legal protection and separation from personal and other business liability. The firm provides speaking,educating, curriculum development, writing and lifestyle coaching that is conducted in compliment to the services of WWB. This role takes approximately 5-10 hours/week during business/trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-14 |
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